DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Patricia Michelleheaton Parker
Certified Financial Planner
Feed of 09/15/2026
Also filed as Patricia Welch
At current firm
1 y
since Aug 7, 2025
In the industry
28 y
since Dec 29, 1997 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Accurate Wealth Management, LLC independent RIA currentsince Aug 7, 2025 · Wesley Chapel, Fl
- Xypn Sapphire independent RIANov 27, 2024 to Mar 6, 2025 · Zionsville, In
- Patricia Heaton Parker, CFP unclassifiedJan 10, 2018 to Jul 3, 2026 · Zionsville, In
- Patricia Heaton Parker, CFP unclassifiedJan 27, 2017 to Dec 31, 2017 · Santa Ana, Ca
- Patricia Heaton Parker, CFP unclassifiedSep 22, 2015 to Dec 31, 2016 · Zionsville, In
- Madison Avenue Securities, LLC BD affiliatedNov 10, 2011 to Sep 5, 2012 · San Diego, Ca
- Transamerica Financial Advisors, LLC BD affiliatedDec 15, 2004 to May 9, 2011 · Terre Haute , In
- Usallianz Securities, Inc. unclassifiedFeb 6, 2004 to Dec 31, 2004 · Terre Haute, In
Moves
a registration end followed by a registration begin elsewhere
- Patricia Heaton Parker, CFP to Xypn Sapphireleft Jul 3, 2026, registered Nov 27, 2024 (-583 days) · Other
- Xypn Sapphire to Accurate Wealth Management, LLCleft Mar 6, 2025, registered Aug 7, 2025 (154 days) · Other
- Madison Avenue Securities, LLC to Patricia Heaton Parker, CFPleft Sep 5, 2012, registered Sep 22, 2015 (1112 days) · Other
- Transamerica Financial Advisors, LLC to Madison Avenue Securities, LLCleft May 9, 2011, registered Nov 10, 2011 (185 days) · Other
- Usallianz Securities, Inc. to Transamerica Financial Advisors, LLCleft Dec 31, 2004, registered Dec 15, 2004 (-16 days) · Other
Signals
- Patricia Michelleheaton Parker left Patricia Heaton Parker, Cfp for Xypn Sapphire (registered 2024-11-27)Jul 3, 2026 · Advisor changed firm · fact
- Patricia Michelleheaton Parker left Xypn Sapphire for Accurate Wealth Management, Llc (registered 2025-08-07)Mar 6, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address